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Thursday, May 11 • 3:15pm - 4:00pm
Flattening the Fund Structure: Using Alma’s Fund Structure & Reporting Codes

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The University of Kentucky had been on Voyager since 2001. We had built a complex fund structure using reporting funds to map funds accurately over to the University’s SAP system and provide break downs by subject and format. In addition, the Acquisitions Department Head had been relying on an access report and a code in the invoice note field to provide accurate ARL statistics. When the Libraries migrated to Alma in January 2016, it quickly became apparent that the fund structure would need substantial reworking to be functional in Alma. Starting in July 2017, a new fund structure was implemented that substantially reduced the over number of funds. In addition, the reporting code was used to provide information for accurate export of the invoices to the University SAP system. These changes have made it easier for academic liaisons to identify funds, for reports to be pulled, and more accurately mirrors the University SAP system.

avatar for Stuart Gaetjens

Stuart Gaetjens

Coordinator of Technical Services, Tennessee Technological University
Coordinator of Technical Services

avatar for Kate Seago

Kate Seago

Director of Acquisitions, University of Kentucky Libraries
University of Kentucky has been a Alma/Primo site since 2016. UK Libraries is looking at developing collection strategies to support the mission of University and better use all of our resources. This is including a review of our budget, current resources and identified users needs... Read More →

Thursday May 11, 2017 3:15pm - 4:00pm CDT
Schaumburg E-F